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We would love to hear your story
Our Advice Process
We want to understand everything about you and let you define how we work together. We can help you with one or all aspects of your financial world. We can do this by a full engagement for all areas or by building the components of our service one segment at a time.
1. Conversation
We start by getting to know you. We’ll talk about your goals – personal, financial and professional.
2. Terms of Engagement
We will scope out your goals and objectives and detail the work we will do for you. Your agreement to these Terms of Engagement ensure you are the one in control.
3. Strategy/Advice
We design a comprehensive strategy and solution, to realise your goals.
4. Presentation
We meet to discuss the strategy developed for you. We cover options, risks and opportunities to achieve your desired outcomes.
5. Implementation
Once you are thoroughly comfortable with our recommendations, we complete the actions required, keeping you informed along the way.
6. Review & Rediscovery
Ongoing review and rediscovery ensure that your strategies continue to work for you, evolving to suit your changing life goals.